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K2's CPA Firm Update

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2.00 Credits

Member Price $105

Non-Member Price $135

Overview

In a rapidly evolving public practice accounting landscape, K2’s CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year’s update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm’s strategy, enabling you to make well-informed decisions for sustainable growth.

Highlights

Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics , AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries , Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations , Optimal technology stacks to enhance firm productivity, efficiency, and profitability

, Cybersecurity advancements. Proactive approaches to safeguarding client and firm data

Prerequisites

None

Designed For

This course is indispensable for partners, managers, and IT professionals in CPA firms responsible for adopting and managing innovative applications and strategies

Objectives

Understand supplier and market changes impacting the profession , Compare and assess software solutions for various service lines and specialties , Explore emerging technologies that enhance efficiency and deliver competitive advantages , Select the most suitable technology stack for your firm’s long-term success

Preparation

None

Leader(s):

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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Non-Member Price $135

Member Price $105